NextWealth Insights

NextWealth
  • 0.0 (0)
  • MANAGEMENT
  • UPDATED WEEKLY

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

  1. Season 6, Episode 8: NextWealth Live 2025, Shape of Future Flows

    09/24/2025

    Season 6, Episode 8: NextWealth Live 2025, Shape of Future Flows

    Our final episode of the series: Episode 8: Shape of Future Flows, features a panel chaired by Richard Romer-Lee (Co-CEO, Titan Asset Management & CEO, Square Mile Investment Consulting & Research) with contributions from Andrew Summers (CIO, Omnis Investments), Kate Dwyer (Head of UK Distribution, Invesco), Miranda Seath (Director, Market Insight & Fund Sectors, The Investment Association), and Nick Stebbing (COO, Fairstone). In this episode, Heather and Emma revisit the Shape of Future Flows session, sharing their reflections and takeaways from this thought-provoking discussion.

    53 min
  2. Season 6, Episode 7: NextWealth Live 2025, Wealth tech case studies: Wealth tech case studies: Using AI to increase capacity & reduce risk

    08/13/2025

    Season 6, Episode 7: NextWealth Live 2025, Wealth tech case studies: Wealth tech case studies: Using AI to increase capacity & reduce risk

    In this episode, Heather and Emma revisit Jonny’s presentation on using AI to increase capacity and reduce risk, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around leveraging AI to enhance capacity and manage risk.

    14 min
  3. Season 6, Episode 6: NextWealth Live 2025, Wealth tech case studies: Technology to make humans more human

    07/29/2025

    Season 6, Episode 6: NextWealth Live 2025, Wealth tech case studies: Technology to make humans more human

    Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More Human Featuring Helen Lovett, Chief Operating Officer, Foster Denovo In this episode, Heather and Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They reflect on Helen’s key insights into how technology, when used thoughtfully, can enhance human connection and empathy, making us more human, not less. Join the conversation as they explore the evolving role of tech in creating more meaningful experiences in wealth management and beyond.

    14 min
  4. Season 6, Episode 5: NextWealth Live 2025, Wealth tech case studies: Engaging workplace savers

    07/09/2025

    Season 6, Episode 5: NextWealth Live 2025, Wealth tech case studies: Engaging workplace savers

    Episode 5: Insights from WealthTech Case Studies – Engaging Workplace Savers Presented by Andy Manson, Chief Marketing Officer at Aegon In this episode, Heather and Emma revisit Andy Manson’s presentation on engaging workplace savers, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around how to better connect with and support workplace savers.

    15 min
  5. Season 6, Episode 4: NextWealth Live 2025, Debate

    07/09/2025

    Season 6, Episode 4: NextWealth Live 2025, Debate

    Episode 4: Insights from Debate: This house believes: The future of retirement advice is income drawdown: An Oxford-style debate on the future of retirement advice. In this episode, Heather an Emma share their reflections on the debate. They discuss standout moments and expert insights. Featured panelists: Anthony Carty, MD, Clifton Asset Management Plc  Emma Watkins, Managing Director, Retirement and Longstanding, Scottish Widows Groups

    41 min
  6. Season 6, Episode 3: NextWealth Live 2025, Next advice panel

    07/01/2025

    Season 6, Episode 3: NextWealth Live 2025, Next advice panel

    Episode 3: Insights from the Next Advice Panel at NextWealth Live 2025 In this episode, Emma and Chanelle dive into the key takeaways and share their reflections on the "Next Advice" panel from NextWealth Live 2025, held in March. They discuss standout moments, expert insights, and what it all means for the future of financial advice. Featured panelists: Mark Butterworth, COO, Lathe & Co Wealth Advisers Andrew Wealthall, COO, Lifetime Financial Management Lucy Whitehead, CCO, Kingswood Group

    47 min
  7. Season 6, Episode 2: NextWealth Live 2025, Connecting with Customers

    06/25/2025

    Season 6, Episode 2: NextWealth Live 2025, Connecting with Customers

    In this episode, Ruth Hancock, CEO of Octopus Money, shares insights about their customers—their needs, wants, and what she’s learned on the journey. Heather and Emma reflect on the key takeaways and their thoughts on the conversation.

    31 min
  8. Season 6, Episode 1: NextWealth Live 2025, CEO Big Debate

    06/17/2025

    Season 6, Episode 1: NextWealth Live 2025, CEO Big Debate

    NextWealth Insights is back for Season 6! In this new series, Heather and Emma look back at our annual flagship event — NextWealth Live 2025, held in March. We kick things off with the CEO Big Debate: Adapt, Innovate, Thrive, featuring insights from top industry leaders: Chirantan Barua, CEO, Scottish Widows Jon Cleborne, CEO EMEA, Vanguard Michele-Louise Golunska, MD of Wealth and Advice, Aviva Nick Wright, Global Head, SS&C Global Investor & Distribution Solutions

    1h 11m
See All (46)

About

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

Information

  • Creator
    NextWealth
  • Years Active
    2023 - 2025
  • Episodes
    46
  • Rating
    Clean
  • Copyright
    © NextWealth
  • Show Website
    NextWealth Insights